Accounting machine



W. A. ANDERSON ACCOUNTING MACHINE Marh 10, 1942.

Filed July 23, 1936 16 Sheets-Sheet l INVENTORM WALTER A. ANDERSON TTORNEY March 10, 1942. w. A. ANDERSON ACCOUNTING MACHINE l6 Shets-Sheet 2 Filed July 23, 1936 INVENTOR WALTER A-A/VDZRSO/V.

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w. A. ANDERSON ACCOUNTING MACHINE Filed July 23, 1936 16 Shets-Sheet 3 INVENTOR WALTER A.ANDE/PSOM BY l ATTORNEY March 10, 1942. w ANDERSON 2,275,671

' ACCOUNTING MACHINE Filed July 23, 1936 16 Sheets-Sheet 4 INVENTOR WALTER A.A/vaRso/v.

March 10, 1942. w. A. ANDERSCN 1 ACCOUNTING MACHINE Filed July 23, 1936 1 l6 Sheets-Sheet 5 INVENTOR WALTER A. ANDERSON.

K ATTORN EY March 10, 1942. w. A. ANDERSON 2,275,671

' ACCOUNTING MACHINE Filed July 23, 1956 16 Sheets-Sheet 6 Moron 78 W DEPOSI 7' 'villi/111111111111I'll/111111III/11111111111111111104 DEPOSIT a 'III"IIIIIIIII'Illlllllllll'lll'll'I'IIIIA mu'wszpm.

ATTORNEY March 10, 1942.

w. A. ANDERSON ACCOUNTING MACHINE Filed July 2:, 1936 16 Sheets-Sheet 8 REG TOTAL LEVER ATTORNEY March 10, 1942. w.-A. ANDERSON ACCOUNTING MACHINE Filed July 23, 1936 16 Sheets-Sheet 9 @QE fill! tn W MR a TM N m m v n mm A, m um/ N945 March 10, 1942. w. A. ANDERSON 9 5 ACCOUNTING MACHINE Filed Jul 23, 1936 l6 Sheets-Sheet 1o INVENTOR WALTER AAA/DERSOM ATTO R N EY March 10, 1942. w, A, ANDERSQN 2,2755671 ACCOUNTING MACHINE Filed July 23; 1936 16 Sheets-Sheet 11 moo-mam CORRECTED March 10, 1942.

A. ANDERSON ACCOUNTING MACHINE Filed July 23, 1936 16 Sheets-Sheet 12 om a TD 1 N NN R 5 m mm F- I 2 Y WE March 10, 1942. w. -A. ANDERSON ACCOUNTING MACHINE Filed July 23, 1936 16 Sheets-Sheet l3 INVENTOR WALTfR :4. A/VDfRSO/V.

BY &

ATTORNEY W.'A.ANDERSON ACCOUNTING momma March 10, 1942.

Filed July 23, 1936 16 Sheets-Sheet l4 INVENTOR r WALTER A. ANDERSOM 144 TTORNEY March 10, 1942.

w. A.. ANDERSON ACCOUNTING MACHINE l6 Sheets-Sheet 15 Filed July 23, 1936 INVENTOR WALTER A. ANDERSON.

ATTO RN EY her that they are readily distinguishable on record sheet.

Patented Mar. 10, 1942 ACCOUNTING MACHINE Walter A. Anderson, Bridgeport, Conn., assignor to Underwood Elliott Fisher Company,

New

York, N. Y., a corporation of Delaware Application July 23, 1936, Serial No. 92,164

v 2 Claims.

This invention relates to accounting machines, and more particularly to the type of machine used for posting patrons accounts in banking houses, although the invention is not limited to machines for performing this particular type of work.

In posting such items as checks and deposits, it is customary to post two or more checks in successive columns and to post the deposits in another column. Since, in a large number of instances, there are fewer checks than the number of columns provided for them, and since there are at times either no checks or no deposits to be recorded, it becomes necessary to tabulate the machine through these various columns until the desired column is reached. Such tabulation. requires the careful attention of the operator, and therefore slows up the work. It is accordingly an object of the present invention to provide tabulating keys which cause the machine to tabulate through the undesired columns and stop when the proper column is reached.

It is a further object of the invention to'use one of these tabulating keys for printing a subtotal at the top of a second statement sheet, when the first sheet becomes filled andit is desired to carry the balance over and print it on the second sheet without the inconvenience of depressing a specialcombinatlon of control keys;

In posting transactions it is frequently desirable to prevent operation of the machine through the conventional starting means, whenever a patron's account has been overdrafted. Therefore, it is another object of the invention to lock the motor keys against depression and to disable the carriage control of the starting mechanism whenever an overdraft appears in the register and the machine is in'condition for taking a total. l

Another object of the invention is to provide a special key for taking totals of overdraft amounts, and for printing them in such a manthe After an operator has posted a'days run, it is necessary to take the totals from the individual registers that accumulate the checks, deposits and new balances. -Such totals should be accompanied by distinguishing symbols to identify the registers from which they are taken. It is, therefore, another object of the invention to provide improved mechanism for taking totals from the individual registers in continuous-operations of the machine and for automatically printing to their identifying symbols in connection there-f with.

Another object of the invention is to provide an improved mechanism tolock the keyboard during the continuous operation of taking individual totals. v

When an erroneous entry has been made, such for instance, as an improper check amount, it is customary tolmmediately set up this same erroneous amount in the same column and add the amount'back to the patron's account to correct the error. It is evident, however, that although the crossfooter containing the patron's balance is now corrected, the register for accumulating the checks will not only still contain the erroneous entry .but will contain twice the erroneous entry due to this amount being again entered thereinduring the correcting operation. It is, therefore, another object of the invention to provide a special key foruse in such correcting operations, which will prevent the second introduction of the erroneous entry into the accumulating register. With such a provision, at the end of a days run it is necessary only to subtract the amount of erroneous entries from the total in the accumulating register to get the correct total, instead of having to multiply the erroneous ous deposit entries a. similar key is provided.

which causes the erroneous entry to be subtracted from the crossfooter and prevents its entry in the accumulating register for deposits. Another object of the invention is to provide a readily adjustable paper stop mechanism for the paper fed from the front of the platen.

With these and incidental objects in view, the invention consists in certain novel features of sential elements of which are set forth in appended claims, and a preferred form of embodiment of which is hereinafter described with ref erence to the drawings which accompany and form part of the specification.

In said drawings: I Figure 1 is a perspective of the machine, Figure 2 is a diagrammatic view of the keyboard,

Figure 3 is a back elevation of the machine, Figure 4 is a perspective of the machine starting mechanism, Figure 5 is a perspective of the rear left corner of the machine showing the tabulating control mechanism on the traveling paper carriage, Figure 6 is a right side elevation of the deposit and no deposit key structure and the connections between these keys and the paper carriage control,

'Figure 7 is a right side elevation of the de-' posit and no deposit key structure and. the connections betweenthese' keys starting mechanism,

and the machine depressing these keys by the paper carriage, under control of the automatic total lever,

' Figure 10 is a left side elevation of the control magazine in the showing the control slide on the left side of the twelfth columnar position,

magazine,

Figure 11 is a view similar to Figure 10, showing the control slide on the left side of the magazine in its operated position,

Figure 12 is a right side elevation of, the control magazine in the twelfth columnar position, showing the control slide on the right side of the magazine,

Figure 13 is a view similar to Figure 12, showing the control slide in operated position,

Figure 14 is a perspective showing the connec- "tions between the overdraft key andthe subtraction key and overdraft lock,

Figure 15 is a right side elevation of parts of the connections between the overdraft lock and motor bar and deposit and no deposit keys,

the connection between the control levers and the add back and subtract back keys,

Figure 28 is a perspective showing the adjustablestop mechanism for the paper, and

Figure 29 is a diagrammatic showing of the carriage controls, together. with a sample work sheet. I

. GENERAL Dsscmr'rron This is an improvement on the machines disclosed in the applications of Oscar J. Sundstrand,

Serial No. 581,800, filed December 18, 1931 (now Patent No. 2,194,210, March 19, 1940), and Serial Figure 16 is a perspective of the overdraft lock and the connection for releasing it by depression of the'overdraft key,

Figure 17 is a right side elevation showing the connection between the normalizer key and the overdraft lock,

Figure '18 is a right side elevation showing the .20

connection between the customary overdraft slide and the overdraft lock, and also showing, in operated position, the overdraft lock release lever, operated by the paper carriage,

Figure 19 is a right side elevation similar to Figure 18, but showing the overdraft slide in operative position, and the connection between the overdraft lock release lever and the overdraft lock,

Figure 20 is a perspective of the connection between the overdraft mechanism and the carriage operated motor repeatand overdraft lock release slides,.

Figure 21 is a right side elevation of the control for printing the several identifying symbols,

Figure 22 is a perspective showing the connection between certain of the keys shown in Figure 21- and the paper carriage, for depressing the key by movement of the carriage, Figure 23 is .a rightside elevation showing the.

,add back and subtract back keys and theirconnections with thecontrol levers operated by the paper carriage,

Figure 24 is a back elevation of one of the control levers operated by the paper carriage,

Figure 25 is a right side elevation'showing,

in operated position, the subtract back key and its connection with the control levers,

Figure 26 is a right side elevation showing, in operated position, the add backkey and its connection with the control levers,

Figure27 is a perspective of the right rear g j corner of the machine-showing the paper carriage in relation to the control levers and also showin -No. 610,043, filed May 9, 1932 (now Patent No.

DETAILED Dascsrrrroiv Mechanism to start the machine Referring to Figure 4, a motor bar I is mounted in the machine frame for vertical movement, and is held in its upper position by a spring 2. A stud 3 on the stem 13 of the motor bar rests normally in the bottom of a slot 5 in a lever G pivoted at ll to,the machine frame. A link 8 is pivoted to the lower arm of lever 6' and extends toward the rear of the machine. A shoulder H on link 8 lies behind a block 12 on another link l3 connected at its forward end to an arm I secured to a shafti5 extending across the front of the machine. An arm it, also secured to shaft 65, is pivoted to a link i! connected at its rear end, by a pin and slot connection, to a stud l8 secured to a plate 2! pivoted on a shaft 22. An arm 23 secured to shaft 22 normally lies above a shoulder 22 on a cam 25 secured to a release shaft 23. A spring 21 secured to plate 2| normally holds these partsv in the positions shown. An arm 28 extends upwardly from plate 2| and is connected to a link 3! extending toward the rear of the machine.

Depression of .the motor bar oscillates lever B clutch, and the movement of link 3| starts the electric motor in the manner disclosed in application Serial'No. 581,800. The starting of the motor, together with the engaging of the clutch, causes the machine to operate. The parts are returned to'their normal positions at the end of the operation in the same manner as disclosed in application Serial No. 581,800.

Carriage iabulating mechanism in: general Referring to Figure 5, a control plate .32 is atp tached to the rear of apaper carriage 33 to move therewith. Plate. 32 carries a number of control magazines 34 rigidly secured thereto, certain of which are provided with control slides 35. These slides are mounted for sliding movement on control magazines 34 and are'tensioned by. springs 36 toward the'rear of the machine, their rear-.- ward movement being limited by studs 3'l'extending throughslots 38 in the slides. A release lever 4| pivoted in the machine frame normally lies in the path of lateral movement of the forward ends of control magazines 34 to stop the paper carriage by contact with the magazines, to properly position the carriage for printing in its several columnar positions. Normally, as disclosed in application Serial No. 581,800, this lever and its associated mechanism (not shown) are operated during each machine operation to allow the carriage to advance one columnar position. However, since it is desirable at times that one or more columnar positions be skipped, offset skip cams 42 are provided on slides 35 to co-operate with a stud 43 on release lever 4| to depressv the lever from the path of the magazine to which the slide is attached. By this mechanism, when it is desired to skip a particular columnar position, it is only necessary to move'slide- 35 for that position forward a sufficient distance to place cam 42 in alinement with stud-43. Then as the carriage enters that columnar position, lever 4| is depressed, allowing the carriage to move to the next position without stopping. The means for moving-the slide forward includes a cam slide 44 mounted on studs 45 for vertical movement. When it is desired to move slides 35- forward, it is only necessary to raise cam slide 44 from its normal position below the rear ends of slides 35 to one of its raised positions where it is in the path of the rear ends of these slides. Then as the carriage travels into a particular columnar position, the slide is cammed forward just before it reaches such position, Movement of cam slide 44 is controlled by a bail 46 pivoted on a rod 41 and having a long stud 48 contacting the lower edgeof a shoulder on cam slide 44. A spring 52 normally holds Stud 48 in engagement with shoulder 5|. From these parts it is obvious that oscillation of bail 46 will'raise or lower cam slide Deposit and no deposit keys or no deposit key to cause the machine to enter, in the appropriate column, the amount setup in the key board, and. to .then tabulate directlydo the deposit or spacing cycle column, depending upon which of the two keys is depressed. The

connections for starting the machine by these keys and for skip tabulating the carriage will now be explained.

Referring to Figure 7, a stud 55 is secured to the stem of the deposit key and lies above a bell crank 56 pivoted in the machine frame at 51, and having a stud 58 lying behind the rear end of a pitman 6| pivoted at 62 to the lever B. Pitman BI is slidable at its rear end on a stud 63. De-

, posit and no deposit keys are normally held in their undepressed positions by springs 61 and 68 fastened to bell cranks 56 and 65 and to the frame of the machine. It will be noted that these keys have no latches to hold them in their depressed positions, it being necessary for the operator to hold them depressed until the carriage stops in the proper column.

The lower end of the deposit key stem lies above a stud ll on an arm 12 of a bail 13 pivoted at 14. An arm 15 extends upwardly from the opposite end of the bail and carries a stud 16 extending through a slot 11 in link 54. Referring to Figure 6, link 54 is connected to bail 46 by a Two keys entitled deposit and no deposit are provided for selective column skipping to speed the posting operations and to require less manipulation by the operator. The deposit key, when depressed, causes the machine to tabulate from column for preparing the machine to take thev This is-useful where one or more new balance. checks are posted and there is no deposit. To further simplify the manipulations necessary in this work, these keys are provided with ccnnections to the machine release mechanism so that depression of either key will act as a motor bar. By this provision, when the amount of the old balance or a check is set up on the amount keyboard, it is only necessary to depress the deposit stud l8 extendingthrough a slot 8| in the link.

A spring 82 (Figure.'7) "normally holds arm I2 elevated and arm'l5 forward. Another spring 83 normally holds link 54 forward. By these connections, depression of the deposit key=moves link 54 a step to the rear, allowing spring 53 (Figure 6) to elevatecam slide 44 from its lowest or No. 1 position to its next lowest or No. 2 position. Referring to the top of Figure 29 opposite the designation deposit key, it will be observed that when cam slide 44 is in this position it is lying at an elevation to be in the path of the rear ends of control slides 35 in the second, third, fourth, fifth, sixth, seventh and eighth columnar positions '(see' numbers at'the bottom of the figure). Since, as also indicated in Figure 29, the control slides in these columnarpositions are equipped with skip cams 42 on their forward ends, the carriage will be tabulated directly to the ninth or deposit column. By this .means. when the carriage is at rest in the first columnar position, depression of the deposit key will start the machine to enter the old balance set up onthe amount keyboard, and then cause the machine to tabulate until it reaches the deposit column, at which time the operator releases the deposit key and sets up the amount of deposit on the keyboard.

is attached to'arm I2 and lies directly under the lower end of the no deposit key stem. Since stud 84 is only about half as far from pivot 14 as isstud H, cam slide 44 will be raised about twice as far, elevating the cam slide to its No. 3 positron (Figures 6 and 29) where it lies in the path the 12th position.

of the rear ends of control slides 35in all the columnar positions from two to twelve. However, since control slide 35 in the tenth columnar position has no cam 42 to cause column Skipping, the machin will stop in this position. As soon as the carriage stops, the operator releases the no deposit key and allows the machine to automatically perform a blank cycle in this position and to thereafter take the new balance.

Taking a sub-total by depression of no deposit key In some instances there is a large number of checks. to be posted to a single account, making it necessary to carry the posting from one ledger sheet.to another. -In such cases it is desirable to print the sub-total at the top of the second sheet in a special space designated balance forward, as shown in Figure 29. Such a posting is illustrated by the $500.00 amount followed by an asterisk indicating a sub-total. To make such an entry it is necessary to'shift several of the machine controls as 'follows:

The carriage control lug 85 for taking subtotals, situated in the No. 5 carriage control position (see the numbers 1 to 18 at the left side of Figure 29), and normally inefi'ective in the 12th column, must be projected into effective position. The control lug 86 for entering amounts in the C register must be retracted to ineffective position so that this $500.00 amount will not be added to the accumulation of new balances. A motor repeat lug 88 must be retracted so that the machine will not operate as soon as it reaches This is necessary sincethe operator must take the completed work sheet from the machine and insert the new one. Fur.- ther, a control lug 9| in the 18th control position isprojected into effective position to disable the overdraft lock. As will be later explained, this overdraft lock prevents release of the machine whenever an overdraft appears in the crossfooter. The lock, however, is released (disabled), in a manner that will also be exoperation of slide 02 retracts lugs 86 and 88, designated R in Figure 29, and projects lugs 85 and 9|, designated P. The manner in which these lugs control the machine operation is more clearly-illustrated in Figures 24 and 27 where it will beobserved that movement of the carriage plained, by the carriage control in the 18th 110- sition. Operation of this control allows the'subtotal to be printed regardless of its positive or negative character.

The mechanism for projecting or retracting the control lugs 85, 86, 88 and 9| is illustrated in Figures 10 and 11. These figures show these control lugs having pins extending fromtheir sides and lying in small cam slots in control slide 92 on the left hand side of the control magazine 34 in the twelfth columnar position.

- It is apparent that the control lugs will be raised zine, the control lug is widened so that the slot in the slide 92 for raising the lug may be cut in a position that will not interfere with the slide mounting. -A plate. 89 (Figure 27) is secured across the end of the magazine and has slots cut therein to accommodate and guide the control slides. Figure 10 illustrates slide 92 in its normal rear position with lugs 86 and 88 in their effective positions, and Figure 11 illustrates the operated position of slide :92 with lugs and 9| in their eifective positions.

From this disclosurait is clearly seen that into a columnar position causes the control lugs to depress corresponding levers, such as 93, which in turn depress corresponding rods, such as 9'4. These rods operate various mechanisms to control the functions indicated in the I8 control positions in Figure 29. The mechanism for so controlling the machine functions, with one exception, is fully disclosed in application Serial No. 581,800, and will, therefore, not be given here. The exception mentioned is the overdraft lock release control in the 18th position, which will be later described.

In the operation ofthe above parts, to take a sub-total in the twelfth columnar position, it

is only necessary to depress the no deposit key and hold it depressed until the machine-operates through the blank cycle in the tenth column and comes to rest in the twelfth column. This will operate control slide 92 to properly set the controls for taking a sub-total. After the slide is shifted to its position shown in Figure 11, it is held in its operative position, after cam slide 44 (Figure 10) is allowed to return to its bottom position by release of the no deposit key, by studs 99 (Figure 11) on lugs 85 and BI pressing upwardly (through the upward pressure on the lugs by their levers 93) against the upper edges of the short dwells in their respective cam slots, the,

friction created by the studs being suflicient to overcome the tendency of spring 36 to return slide 92 to the left. The completed sheet is then taken from the machine and a new sheet inserted.

The sub-total may then be-printed by depression of themotor bar or by again depressing the no deposit key.

Locking the machine by overdraft In posting to an account it is sometimes desirable to lock the motor bar and other motor keys, as well as the carriage controlled motor re- I peat mechanism when a patron's account is overdrawn. It isdesirable to have this look effective in the new balance column so that the operator will be informed of the condition of the balance before it is printed as an overdraft balance. The following mechanism is provided for this purpose, the parts affecting the motor bar and the deposit and no deposit keys being given first.

A pitrnan 95 is slidable on a stationary stud 96 (Figure 18) and has an upstanding rear portion lying close to a roller 91 on an overdraft slide 98. The forward end of 'pitman 95 is pivoted to an arm IOI of a bail I02] (Figure 16) pivoted on a stationary bracket I03. An arm I04 is formed on the opposite end of the bail and has a laterally extending shoulder I05 on the forward end thereof. An arm I 06' (Figures 15 and 16) is also pivoted on bracket I03 and has a forwardly extending finger I01 overlying shoulder I05. A lug I08 extends laterally from the mid portion of arm I06 and lies normally (Figure 16)-to the rear but in the vertical plane of stem 4 of the motor bar. -A pitman III is pivoted to arm I06 and is slidable atits rear end on a stationary bracket 2. An arm H3 extends downwardly from pit man III and has a shoulder at its lower end contacting .the underside of stud 84.

As' explained in application Serial No. 581,800, when an ov'erdraft appears inthe machine and 

